She changed agencies. Her database stayed behind.
Who owns your database when you change agencies? Usually not you. The three arrangements that decide it, and five checks to run on your own records this week.
The Property Prospect is the weekly letter on getting listings out of the database you already own. This is edition 1.
On the phones a couple of weeks back, an agent told me about the day she changed agencies. Twenty years of vendors sat under the office login: every note, every number, every name. None of it was hers to take.
She wasn't unlucky. She's what the fine print looks like on the day it finally applies to you.
These were people who knew her name and had let her into their homes: past vendors, old appraisals, open-home conversations she could've picked back up with one call. The relationships were hers. The record of them belonged to the office. She started again from zero.
Her story is the default, not the exception
Three quiet arrangements make it so.
The first is the CRM you'll open this morning. Every contact you've entered since the day you joined sits in a system licensed to the business, under an account the business controls. You work in it every day, so it feels like yours. The licence says otherwise.
The second is the follow-up system head office runs. More and more franchise networks now plug a prospecting partner in at brand level, a system that works the office's databases for the office. In a single week of calls I heard the same sentence from agents at two different networks: head office already has one. Those systems are decent at what they do; that's not the argument. The argument is where the record lands. Every reply, every not-yet, every ring-me-in-spring note accrues under the brand's roof, not yours.
The third is the agreement you signed. Somewhere in it sits a clause about records and client information, and plenty of agents have never read theirs. She hadn't. She found out what hers said the week she resigned.
If you quit tomorrow, what walks out the door with you?
Here's how I'd answer that this week, in five steps. Read them as general information from someone who cares about the answer, not legal advice; your agreement and your state's rules decide your specifics.
- Read the data clause in your agreement. Find the parts that mention records, client information, confidential information, and what happens on termination. If you read them twice and still can't tell who keeps what, that's your answer: put the question in writing now, while it's hypothetical and friendly, not during your notice period.
- Sort your contacts into yours and theirs. There are three layers. Your phone contacts and your personal sphere, the people who'd ring you whichever brand was on your card, sit closest to you. Enquiries the office's marketing generated under the office's brand sit closest to it. Appraisals you personally won and recorded sit in the middle, and your agreement decides which way they fall. Knowing which layer each relationship lives in is half the protection.
- Export what you're entitled to, on a schedule. Whatever your agreement does let you take, don't collect it for the first time in resignation week. Set a quarterly reminder, run the export, save it somewhere you control. The agent above would've given a lot for one dated spreadsheet.
- Keep your own record of your own relationships. A personal CRM you pay for yourself, or an honest spreadsheet: name, number, property, the last real conversation, when to ring next. Not a copy of the office database, just the relationships that are genuinely yours, kept current in ten minutes a week. If it lives on your login and your licence, no move can touch it.
- Ask the ownership questions before your next signature. Who owns the data I enter into your CRM? What comes with me if I go? Does head office run a follow-up system across my contacts, and can I keep my personal sphere out of it? An agency that answers those straight is telling you something good about itself. One that won't is telling you something too.
None of this is dramatic and none of it needs anyone's permission. It's an hour this week, and it's the difference between her first morning and yours.
For what it's worth, this question is the whole reason I'm building what I'm building: follow-up on your own relationships that sits on your side of the fence and comes with you wherever you go.
The standing note, same spot every edition: if a free week on your own quiet list is ever worth fifteen minutes to you, I run it personally, and if it surfaces not one warm conversation I send you $700 of my own money, not a credit, because I run the week myself and I back what I run. neuracall.com.au/book. If not, the letter asks nothing of you.
Next Tuesday: the four groups hiding in every agent's CRM, and which one warms first.
Archie
Frequently asked questions
Who owns the data in the CRM when a real estate agent leaves an agency?
By default, the business does. Every contact you've entered since the day you joined sits in a system licensed to the business, under an account the business controls, so the records stay behind when you go even though the relationships feel like yours. The document that actually decides it is your agency agreement, in the clauses covering records, client information and what happens on termination. This is general information, not legal advice; your agreement and your state's rules decide your specifics.
Can I take my contacts with me when I change agencies?
It depends on which layer each contact sits in and what your agreement says. Your phone contacts and personal sphere, the people who'd ring you whichever brand was on your card, sit closest to you. Enquiries the office's marketing generated under the office's brand sit closest to it. Appraisals you personally won and recorded sit in the middle, and your agreement decides which way they fall. Whatever you're entitled to take, export it on a quarterly schedule rather than collecting it for the first time in resignation week. This is general information, not legal advice; check your agreement before you rely on any of it.
How do I keep my own client records as an agent?
Run a personal record on your own login and your own licence: a personal CRM you pay for yourself, or an honest spreadsheet with name, number, property, the last real conversation and when to ring next. Keep it to the relationships that are genuinely yours rather than a copy of the office database, and keep it current in about ten minutes a week. If it lives on your account, no move between agencies can touch it. This is general information, not legal advice; your agreement decides what you may copy and keep.
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